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Allow attachments received in emails to log to CRM

Status: Delivered
roarkjanis
Submitted by on ‎Apr 8, 2017 3:34 PM

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.

116 Replies
LindaAbraham
Contributor
‎Apr 27, 2017 10:26 PM

This suggestion had almost 200 votes on the old ideas platform. It's a really important feature and its absence hurts.

CydneyFoote
Member
‎Apr 28, 2017 10:53 AM

We really need this feature (which I consider critical) to be linked to gmail.

rothperson
Member
‎Apr 28, 2017 1:13 PM

Being able to save e-mails with files attached is an important feature for us. SalesForce has it!! 

novalis
Member
‎Apr 29, 2017 8:50 AM
This feature is very important for us, too!
Jbooth
Member
‎May 1, 2017 10:28 PM

It should defintiely be an option as "Log to CRM" is an option with every email. 

 

The attachments function wihtin the CRM needs alot of work. To attach multiple files to a record takes far too long, why is there no bulk select?

 

wearecrunch
Participant
‎May 8, 2017 3:39 AM

HI,

 

When I send or recieve an e-mail, the e-mail correspondance will be placed in my hubspot contact, that is smart.

 

But it would be even smarter if attachements in e-mails would also be placed in the attachments under the contact or company, so you do not need to do it manually every time you send a file.

 

Thank you

Jo1
Participant
‎May 18, 2017 5:07 AM

Absolutely necessary - having to remember to save the email attachments is a bit of a pain. Many thanks

dannyvarley
Member
‎May 19, 2017 5:00 PM

Am shocked this feature doesn't exist already - a must - send to the top of the list.

animonkar
Member
‎Jun 6, 2017 10:30 AM

Please add this feature!  It will save all HS users the time it takes to upload attachments.

 

Thanks!

ernopyykko
Top Contributor
‎Jun 16, 2017 3:10 AM

This is on my list of questions from the sales team as well. 
Anyone heard anything back on this?

LindaAbraham
Contributor
‎Jun 16, 2017 4:00 PM

@ernopyykko Just deafening, frustrating silence.

 

dannyvarley
Member
‎Jun 16, 2017 4:02 PM

Why is there no response on this? It was really popular on the old idea platform.

@roarkjanis wrote:

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.

 

asimut-dennis
Participant
‎Jul 19, 2017 3:09 AM

I am honestly also chocked by the absence of this feature! Your servers receive the emails (BCC and Forward) with the attachments, so why exclude the attachments when saving the emails in your system?

Our previous CRM system, Highrise, had this feature of course and I did not expect at all that I had to check that this feature existed in Hubspot CRM as well before we made our choice to switch system...

I really, really hope this feature will be added soon!

Otavio
Member
‎Jul 28, 2017 4:40 PM

I agree that this funcionallity is critical. Hubspot should definitely implement it ASAP and the absence of this affects our whole company directly. 

Stuart1
Participant
‎Aug 7, 2017 2:19 AM

Hi There,

 

This really would be helpful and beneficial.

 

Please could it be considered!

2875292
Participant
‎Aug 7, 2017 8:06 AM

Absolutely critical time-saver for us. We need Hubspot CRM to automatically add anything we attach to an email going out to a client and load it as an attachment in the client's History. Similarly, anythingwe forward in to Hubspot must take any attachments from the forwardede email and load those straight in too. Otherwise it's doubling the workload - send an email, find a file, load it in....so many reasons why this reduces the likelihood of people actually doing it. PLEASE make this feature a priority!

artemtour
Member
‎Aug 13, 2017 4:49 PM

 we really need this feature back to track attachments sent to leads, also most customers prefer to receive attachments than links.... 

please get it back to work. Smiley Sad

1jb
Member
‎Aug 31, 2017 12:41 PM

Yep this gets my vote, or a button to add the docs in an email to the crm

simonlunteds
Member
‎Sep 1, 2017 12:27 PM

I agree with this suggestion - a drag and drop solution would be a good compromise.

 

Also - the option to tick if you want the attachment logged would be good.

 

I assume this hasn't been implemented as a lot of users are using the free version and lots of attachments would significantly increase the storage required on the cloud.  If this is the case then add it to the Pro version.

Thanks

beck12
Participant
‎Sep 12, 2017 5:06 PM

Just started using HubSpot.  Couldn't figure out why email attachments weren't showing up in the contact's timeline.  This seriously isn't included in the HubSpot software?  How could this be?  I have to pinpoint emails that originally had attachments and manually upload them to each contact?  That could be a dealbreaker.  This is nuts.  Any update on this?